We hope you will join us for our quarterly conference call where we will discuss the following topics:
October 11th 2022 | Client Call Slide Deck
Please join us for a live financial forum, Estate Planning 101. Our featured guest speaker will be Jeff Wolfe, Esq. Manager of Wealth Planning Strategies and Senior Vice President at Benjamin F. Edwards.
This class covers an introduction to estate planning including the essential estate planning documents, types of trusts, wealth transfer, creating a legacy plan, tax concerns, and more!
When: Monday, August 29th, 2022.
Reception at 6:30 p.m., presentation at 7 p.m., followed by an open forum Q&A
Where: Cantigny Park Visitors Center Theater
1S151 Winfield Rd. Wheaton, IL
Coffee and light refreshments will be served.
Please RSVP by August 22nd. We would love to see you there!
Call 630-871-2673 or email Kimberly.firstname.lastname@example.org
Please join us for our quarterly client call which will feature a live interview on market conditions with Mark Keller, CFA; Chief Executive Officer of Confluence Investment Management. Mark Keller's Slide Deck
May 29th is National “529 Investment Plan Day.” Celebrate with us by watching this brief, informational video about the value and benefits of leveraging one of these investment vehicles for education savings.
Stop by and see us Saturday, May 7th to unload your unwanted sensitive documents and receive flowers for you or a loved one, just in time for Mother’s Day!
8-10 a.m. | 400 S. County Farm Rd., in the South-West parking lot.
A selection of potted annuals lovingly grown byWe Grow Dreams, a local non-profit greenhouse that employs adults with special needs, will be offered as a gift for all clients who attend. (Limit one per family).
Secure document destruction service provided by Shred-it.
Want one more way to feel good and get rid of unwanted stuff? Our friends (and maybe an adoptable animal or two) from House of Misfits will be present and will gladly accept new or gently used towels, blankets, and pet supplies for needy cats and dogs.
This class will cover the basics of Social Security including tips for filing, survivor and spousal benefits, the impact of working while receiving social security, taxation and more! Open forum Q&A to follow.
Featuring Theresa Cagle-Fry, Senior Vice President and Manager of IRAs and Retirement Planning at Benjamin F. Edwards.
Two live sessions will be offered at 5:00 p.m. or 7:30 p.m.
Cantigny Park Visitors Center Theater
Please join us for our quarterly client call.
During this call Dave Hanson and Dave Fisher addressed items related to events that were on the top-of-mind for investors including; the history of market reactions to geopolitical events and market implications of Russia-Ukraine conflict.